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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $101,129 |
BAA CAPITAL ADVISORS1 year Filed as: BAA CAPITAL ADVISORS, INC. Service code 17 5999-B RIDGEVIEW ST · CAMARILLO, CA 93012 | Pension Consulting | $85,000 |
PACIFIC SOUTHWEST ADMINISTRATORS9+ years Service code 12 · EIN 46-4942970 | Claims processing; Direct payment fro... | $84,471 |
RBC WEALTH MANAGEMENT2 years Service code 28 · EIN 41-1416330 | Investment Management | $61,024 |
Filed as: WOHLNER KAPLON CUTLER HALFORD ROSEN Service code 29 · EIN 95-4177931 | Legal | $44,454 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $33,891 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $27,300 |
WELLINGTON TRUST COMPANY9+ years Service code 28 · EIN 04-2755549 | Investment Management | $21,877 |
DODGE & COX9+ years Service code 28 · EIN 94-1441976 | Investment Management | $14,821 |
REAMS ASSET MANAGEMENT9+ years Filed as: REAMS ASSET MANAGEMENT DIVISION Service code 28 · EIN 43-1925734 | Investment Management | $12,502 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,803-100.0% | $473,625-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.9%-55.9pp |
| Annual return | -0.17% | 17.22%-17.4pp | 20.18%-20.3pp | 24.44%-24.6pp |
| Employer contribution / active EE | $7,937 | $35,410-77.6% | $29,108-72.7% | $41,344-80.8% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |